Doylestown Branch

Planning every part

We believe each piece of a person’s life has a place in their financial plan. It’s what drives us to create investment and wealth management strategies designed to balance the life you live with the future you’ve always imagined.

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Doylestown
Judicious guidance rooted in people-first values.

At the heart of our Doylestown office, you’ll find an unwavering sense of integrity, client-first values and powerful work ethic. It’s in that spirit that we not only treat clients with the utmost respect, but also cultivate a sense of inclusion and collaboration in all we do. Here, we strive to act in the best interests of each financial advisor and associate, giving them full access to all of the resources and support we have to offer. It’s just one more way we live out the people-first values of Raymond James.

Discover the difference for yourself. Contact us for a confidential conversation.

At a Glance

Staying Power

Raymond James has delivered 145 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

8,800 Financial
Advisors
$1.45 TRILLION in Client
Assets

* As of 3/31/2024. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

In 1962, a different kind of financial services firm was founded.

Get to know Raymond James.

About Us

Partnership with Raymond James

Raymond James Advisors

When you work with one of our advisors, your financial well-being will be at the forefront of everything we do – exactly as it should be.

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In the Community

Raymond James associates giving back to their communities.

We work here. We live here. We give back here.

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Doylestown Branch

Meet Our Team

Matthew

Matthew Todd Pruitt,

AIF® Branch Manager
Jennifer

Jennifer Gazey

Senior Branch Operations Manager
Jesse

Jesse F. Brookreson

Senior Vice President, Investments
Douglas

Douglas S. Clark,

CPFA Financial Advisor
Donna

Donna Dembeck

Senior Registered Service Associate
Edward

Edward Fernberger Jr

Managing Director,
Senior Vice President, Investments
Emily

Emily

Fernberger, CRC® Vice President, Wealth Management
Matthew

Matthew John Fisher,

CFP®, CRPS® First Vice President, Investments
Dale

Dale A. Hoernlein

Senior Registered Client Service Associate
Geoffrey

Geoffrey

Japchen Senior Vice President, Investments
John

John T. McCaffery,

RICP® First Vice President, Investments
Leigh

Leigh

McKee Sales Development Associate
Donna

Donna

Peffley Senior Client Service Associate
Brian

Brian

Trymbiski First Vice President, Investments
Connor

Connor

Wagner Client Service Associate
Frederick

Rick Wagner,

CFP® Senior Vice President, Investments
Keith

Keith

Wagner, AAMSTM Financial Advisor
Preparing for your future with long-term care insurance

Preparing for your future with long-term care insurance

How to plan for long-term care needs health insurance doesn’t cover.
Retirement & Longevity
May FOMC meeting concludes with no changes to interest rates

May FOMC meeting concludes with no changes to interest rates

05/01/2024
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
Markets & Investing
Foster financial literacy and family values

Foster financial literacy and family values

The two go hand in hand when preparing your heirs.
Family & Lifestyle
April sees Federal Reserve rate cut expectations dampen

April sees Federal Reserve rate cut expectations dampen

04/30/2024
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
Markets & Investing
Cash management strategies for business owners

Cash management strategies for business owners

Top five tips for navigating market volatility and inflation.
Business Ownership
Portfolio construction

Portfolio construction

04/29/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Keep calm and carry on with your long-term investing strategy

Keep calm and carry on with your long-term investing strategy

04/29/2024
Raymond James CIO Larry Adam reminds investors to stay focused on the destination and reinforces his team's year-end projection of 5,200 for the S&P 500.
Economy & Policy
Five potential market-moving events to be mindful of

Five potential market-moving events to be mindful of

04/26/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
GDP, inflation, and the Fed: Keep calm and carry on

GDP, inflation, and the Fed: Keep calm and carry on

04/26/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The pledged-securities mortgage explained

The pledged-securities mortgage explained

Savvy investors can leverage their assets to secure a loan using a pledged-securities mortgage. 
Family & Lifestyle
IRS suspends missed RMD penalty for certain inherited IRAs

IRS suspends missed RMD penalty for certain inherited IRAs

Some beneficiaries who inherited an IRA in 2020, 2021, 2022 or 2023 will not face withdrawal penalties until 2025.
Retirement & Longevity
Protecting your Social Security payout

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity

Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

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Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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